DetailsChartProfilRisikomatrixNachrichtenDokumente

Capital Group World Growth and Income (LUX) C JPY/  LU1991130466  /

Fonds
NAV23.01.2025 Diff.+9,0000 Ertragstyp Ausrichtung Fondsgesellschaft
2.737,0000JPY +0,33% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - 2,86 3,95 2,76 -
2020 -1,85 -7,87 -12,81 9,37 4,87 3,53 2,69 5,15 -3,49 -2,84 11,78 3,57 +9,74%
2021 1,38 3,70 6,48 2,26 2,41 1,44 -1,22 2,54 -2,86 7,06 -3,67 6,40 +28,39%
2022 -4,95 -3,39 6,81 -1,76 1,42 -5,00 3,40 0,62 -4,75 9,26 -0,36 -5,71 -5,54%
2023 6,06 0,77 0,65 4,22 1,01 9,36 1,78 -0,40 -1,66 -0,61 5,96 0,24 +30,35%
2024 5,03 5,90 4,57 1,12 3,21 3,47 -5,90 0,04 0,33 3,35 0,79 3,29 -
2025 3,79 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,03% 18,07% 15,55% 16,96% 19,29%
Sharpe Ratio 7,06 0,70 1,50 1,07 0,77
Bester Monat +3,79% +3,79% +5,90% +9,36% +11,78%
Schlechtester Monat +3,29% -5,90% -5,90% -5,90% -12,81%
Maximaler Verlust -2,01% -13,58% -18,17% -18,17% -31,58%
Outperformance - - - - -
 
Alle Kurse in JPY

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Gr.Wld.Gr.and Inc.(LUX)Z... thesaurierend 15,5000 +24,30% +25,51%
Capital Group World Growth and I... thesaurierend 17,2300 +19,49% +27,16%
Capital Group World Growth and I... thesaurierend 17,5500 +19,88% +28,57%
Capital Group World Growth and I... thesaurierend 17,0800 +19,27% -
Capital Group World Growth and I... thesaurierend 16,4000 +24,24% +37,47%
Capital Group World Growth and I... ausschüttend 15,9200 +19,19% -
Capital Group World Growth and I... ausschüttend 15,2800 +24,11% -
Capital Group World Growth and I... ausschüttend 14,4500 +24,25% -
Capital Group World Growth and I... thesaurierend 15,9200 +24,96% +27,56%
Capital Group World Growth and I... thesaurierend 13,9500 +22,69% +38,94%
Capital Group World Growth and I... thesaurierend 2.737,0000 +26,01% +75,90%
Capital Group World Growth and I... ausschüttend 2.479,0000 +26,02% +75,83%
Capital Group World Growth and I... thesaurierend 14,2000 +23,05% +40,32%
Capital Group World Growth and I... ausschüttend 12,8900 +22,47% -
Capital Group World Growth and I... thesaurierend 13,8300 +22,50% -
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 15,5500 +23,02% +33,48%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 15,1800 +23,03% +33,50%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 15,8100 +18,04% +22,81%
Capital Group World Growth and I... thesaurierend 16,1900 +23,97% +36,51%
Capital Group World Growth and I... ausschüttend 14,3900 +23,02% +33,46%
Capital Group World Growth and I... ausschüttend 14,9900 +18,06% +22,85%
Capital Group World Growth and I... thesaurierend 16,8400 +24,83% +39,64%
Capital Group World Growth and I... ausschüttend 15,3800 +24,87% +39,62%
Capital Group World Growth and I... ausschüttend 15,2200 +23,95% +36,44%
Capital Group World Growth and I... ausschüttend 15,8500 +18,93% +25,57%
Capital Group World Growth and I... ausschüttend 14,4600 +23,93% +36,58%
Capital Group World Growth and I... ausschüttend 15,0600 +18,98% +25,63%
Capital Group World Growth and I... ausschüttend 12,1900 +22,12% +37,21%
Capital Group World Growth and I... thesaurierend 14,7000 +23,12% +21,89%
Capital Group World Growth and I... thesaurierend 15,3000 +23,99% +24,69%
Capital Group World Growth and I... ausschüttend 12,8000 +21,28% +34,02%
Capital Group World Growth and I... thesaurierend 13,6500 +22,20% +37,19%
Capital Group World Growth and I... ausschüttend 12,8300 +22,10% +37,15%
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 16,2000 +18,08% +22,82%
Capital Group World Growth and I... thesaurierend 16,8600 +18,98% +25,63%

Performance

lfd. Jahr  
+3,79%
6 Monate  
+7,42%
1 Jahr  
+26,01%
3 Jahre  
+75,90%
5 Jahre  
+124,53%
seit Beginn  
+153,66%
Jahr
2023  
+30,35%
2022
  -5,54%
2021  
+28,39%
2020  
+9,74%